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WisdomTree Emerging Mkts Small Cp Div shares owned by Betterment

Quarter-by-quarter ownership of WisdomTree Emerging Mkts Small Cp Div (DGS) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in WisdomTree Emerging Mkts Small Cp Div

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All positions including WisdomTree Emerging Mkts Small Cp Div held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Mkts Small Cp Div by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 22k 50.87
2023-12-31 $1.0M 21k 49.91
2023-09-30 $951k 21k 46.24
2023-06-30 $814k 18k 46.51
2023-03-31 $756k 17k 45.80
2022-12-31 $711k 16k 43.98
2022-09-30 $529k 12k 44.63
2022-06-30 $529k 12k 44.63
2022-03-31 $593k 11k 53.33
2021-12-31 $305k 5.8k 52.98

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View all positions for Betterment

Top funds holding WisdomTree Emerging Mkts Small Cp Div

Creative Planning
Bank of America Corporation
Unison Advisors
Morgan Stanley
Congress Wealth Management LLC / DE /
HighTower Advisors
LPL Financial
Old Mission Capital
National Bank Of Canada /fi/
Envestnet Asset Management
Wells Fargo & Company
Boston Financial Mangement
Financial Planning & Information Services
Northwestern Mutual Wealth Management Company
Hengehold Capital Management

View all funds holding WisdomTree Emerging Mkts Small Cp Div